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8. What if I already have plans?That's great. However, even the best financial strategies should be revisited and updated regularly — generally at least once a year. Common life events—such as marriage, having children, changing jobs, or even moving — can have important impacts to your existing approach. So, too, can just having another birthday — particularly if it means you've reached a financial milestone, such as the year you can begin collecting Social Security, receiving Medicare benefits, or taking distributions from your retirement accounts. An experienced financial professional should regularly review your strategy with you, to help ensure that it remains aligned with your objectives and appropriate for your circumstances. |
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